Secure, Compliant Electronic Delivery of Deal Documents
Distribute prospectuses, term sheets, and critical deal documents securely and compliantly with NetRoadshow DocumentDelivery.
What is NetRoadshow DocumentDelivery?
Built on NetRoadshow’s proven infrastructure, DocumentDelivery ensures documents are delivered securely to the right investors, at the right time, with verifiable proof of delivery and access.
Built for the Way Investment Banks Distribute Documents
Proof You Can Rely On
Maintain control beyond send. DocumentDelivery provides real-time confirmation of delivery and investor access—unlike printed materials or unsecured email distribution.
- Evidence of document delivery and receipt
- Visibility into opens, views, and clicks
- On-demand delivery and access reports
Designed for Compliance, Control, and Oversight
Support regulatory requirements and internal oversight across IPOs, follow-ons, private placements, and other transactions.
By providing clear evidence of who received which documents—and when—DocumentDelivery helps eliminate ambiguity during compliance reviews, issuer diligence, and post-deal inquiries.
- Targeted investor access controls
- Document-specific disclaimers and acknowledgements
- Comprehensive audit logs for compliance and review
A Better Experience for Investors—and Deal Teams
Documents are delivered directly into investors’ existing MyNRS accounts, alongside the roadshows and events they already access through NetRoadshow.
Because investors access documents through MyNRS—the same environment they already use for capital markets activity—deal teams spend less time managing access requests and document follow-ups.
- No new logins or portals
- Centralized access to deal documents across the market
- Easy search, sort, and review
Simple Execution, End-to-End
1. Upload:
Securely upload prospectuses, offering memoranda, term sheets, and supporting materials.
2. Target:
Select or import investor lists to ensure precise, controlled distribution.
3. Publish:
Notify investors and monitor delivery and engagement in real time.
Control, Visibility, and Security at Every Step
Document Control
DocumentDelivery gives deal teams precise control over how sensitive materials are accessed and used. Features such as watermarking, print and download restrictions, and document-level disclaimers help protect confidential information while supporting firm and regulatory requirements. Documents can be replaced or removed as needed, ensuring teams retain authority over materials throughout the lifecycle of the transaction.
Audit Trail & Analytics
DocumentDelivery maintains a comprehensive record of document distribution and investor access activity. Deal teams can confirm delivery, review investor access and engagement, and track disclaimer acceptance at the individual level. These insights support compliance, internal reporting, and post-deal review—providing clarity and defensibility when questions arise.
Secure, Trusted Infrastructure
DocumentDelivery is powered by the same infrastructure as NetRoadshow’s industry-leading ResearchFN platform—extensively vetted by global investment banks and aligned with SEC and international regulatory standards.
Reduce Cost and Environmental Impact
Reduce environmental impact and operational costs by eliminating printed documents and physical distribution—without compromising security or compliance.
Lower printing & courier costs
Modern, digital-first execution
Reduced carbon footprint
One Platform. Three Purpose-Built Delivery Solutions
Prospectus Delivery
Purpose-built for registered public offerings where evidence of delivery and receipt is required.
Distribute IPO and follow-on prospectuses with confidence. Prospectus Delivery manages investor notifications end to end, delivering documents securely through MyNRS and providing verifiable proof of delivery and access to support regulatory and internal requirements.
- Secure, compliant prospectus hosting
- Automated investor notifications
- Delivery confirmation and access reporting
OM Delivery
Designed for private placements and other controlled distributions requiring heightened oversight.
Securely distribute preliminary and final offering memoranda for private placements and other transactions. OM Delivery ensures precise investor targeting, consistent access, and comprehensive auditability throughout the lifecycle of the deal.
- Controlled distribution to selected investors
- Support for preliminary and final OMs
- Comprehensive delivery and access audit trail
Document Sharing
Commonly used for supporting deal materials and ongoing investor access throughout the transaction lifecycle.
Control investor access with secure, compliant document sharing. Upload key deal materials and distribute them using targeted investor lists and unique access controls—ensuring a consistent investor experience while maintaining full authority over distribution and deliverability.
- Secure hosting of deal documents
- Targeted investor access
- Full visibility into delivery and engagement
Flexible Control Within the NetRoadshow Platform
As part of the DocumentDelivery experience, Event Hub supports streamlined workflows for managing documents and investor access, while maintaining NetRoadshow’s security, compliance, and governance standards. Capabilities may vary by document type and continue to evolve over time.
This flexible, platform-based approach allows NetRoadshow to support self-service where appropriate today, while continuing to expand capabilities in line with regulatory and market needs.
- Centralizing document and investor workflows
- Enabling timely updates and controlled distribution
- Providing visibility into delivery and access activity
Visibility That Supports Better Decisions
Gain clear visibility into investor engagement and document distribution performance. NetRoadshow Analytics provide actionable insights that support compliance, reporting, and post-deal review.
- Real-time delivery status
- Investor-level access and engagement reporting
- Records of disclaimer acknowledgement
- Exportable reports for internal review and regulatory support
Automation When Scale Demands It
For high-volume transactions or firms with automated bookbuilding workflows, DocumentDelivery also supports API-based integration with internal systems.
This option extends the same secure, compliant distribution capabilities of the DocumentDelivery platform—enabling teams to automate document delivery directly from their existing workflows while maintaining control, visibility, and auditability.
At a high level, API integration allows firms to:
- Automate delivery of prospectuses, offering memoranda, and key deal documents from internal systems
- Distribute documents to targeted investors at scale
- Receive delivery and access status back into internal workflows
The API is built on NetRoadshow’s trusted infrastructure and aligns with the same regulatory, security, and investor experience standards as the broader DocumentDelivery platform.
Designed for Today’s Capital Markets Workflows
IPO and follow-on prospectus delivery
Private placement and offering memorandum distribution
Term sheets and supplemental deal documentation
Document delivery alongside digital roadshows and live investor events
Integrated Across the NetRoadshow Ecosystem
Confidence for Every Transaction
DocumentDelivery is used by leading global investment banks across IPOs, follow-ons, and private placements to support high-stakes document distribution worldwide.
Whether you are distributing documents to hundreds of investors or thousands, NetRoadshow DocumentDelivery provides the control, visibility, and assurance required for today’s capital markets transactions.